Minimum
SIP ₹500: Samco Large Cap Fund
About Scheme: This
system identifies large-cap stocks with strong momentum in Cross Sectional,
Absolute, Revenue, and Earnings Momentum. By focusing on the top 100 companies
by market capitalization, the fund optimizes the portfolio and mitigates risks
using derivatives and hedging during market volatility.
Investment
Objective
The
investment objective of the Scheme is to generate long-term capital
appreciation from a diversified portfolio predominantly consisting of equity
and equity related instruments of large cap companies.
There
is no assurance that the investment objective of the scheme will be achieved.
|
Key Highlights |
Cross-sectional
momentum is the core criterion for stock selection which identifies and invests
in top-performing large-cap stocks with consistent price strength,
outperforming their sector and indices.
Absolute
momentum assesses the directional trend of stocks or the market, regardless of
relative performance. If the trend turns negative, the fund employs tactical
measures, including derivatives and hedging, to reduce net equity exposure and
protect against drawdowns.
Revenue
momentum focuses on companies with strong top-line growth, highlighting those
with consistent sales increases that precede earnings growth. This approach
ensures the portfolio includes growth stocks that can sustain market leadership
and capture long-term value creation.
Earnings
momentum identifies companies with rapid growth in profitability at the PBT
(Profit Before Tax) and PAT (Profit After Tax) levels, reflecting their ability
to translate operational efficiency and revenue growth into shareholder value.
|
NFO Period |
March 05, 2025 to March 19, 2025 |
|
Type of scheme |
An open ended equity scheme predominantly investing in
large cap stocks |
|
Plans |
·
Direct Growth ·
Regular Growth |
|
Benchmark
Index |
NIFTY 100 Total Returns Index |
|
STP Frequency |
·
Normal STP - daily, weekly, monthly, fortnightly,
quarterly |
|
Minimum
Application Amount of scheme |
₹ 5000 and in multiples of ₹ 1/- thereafter |
|
Minimum Additional Application Amount |
₹ 500 and in multiples of ₹ 1/- thereafter |
|
Minimum SIP Amount |
₹ 500 and in multiples of ₹ 1/- thereafter |
|
Entry Load |
Not applicable |
|
Exit Load |
·
10% of units can be redeemed without an exit load
within 12 months of allotment. ·
Any redemption in excess of such limit in the first 12
months will incur 1% exit load. ·
No exit load, if redeemed or switched out after 12
months from the date of allotment of unit. |
For more details and investment..!
Mr. K P Venkatarama
Krishnan,
Founder, Viruksham
Finmart Private Ltd
Chennai
E - Mail:
kpvenkat02@gmail.com
Cell Number: 98410
34997
Read articles written
by Mr. K P Venkatarama Krishnan in Nanayam Vikatan, a leading personal finance
magazine.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
